WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 60 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,430 | +22.0% | 156,097 | +25.7% | 0.01% | +18.2% |
| Q2 2023 | $5,269 | +7.2% | 124,178 | +5.0% | 0.01% | +10.0% |
| Q1 2023 | $4,917 | +7.6% | 118,300 | +4.1% | 0.01% | -9.1% |
| Q4 2022 | $4,570 | -99.9% | 113,656 | +10.9% | 0.01% | +22.2% |
| Q3 2022 | $3,685,000 | -0.1% | 102,507 | +10.3% | 0.01% | -10.0% |
| Q2 2022 | $3,688,000 | +1.8% | 92,931 | +14.5% | 0.01% | +25.0% |
| Q1 2022 | $3,622,000 | +0.4% | 81,192 | +7.1% | 0.01% | 0.0% |
| Q4 2021 | $3,606,000 | +14.5% | 75,776 | +6.7% | 0.01% | 0.0% |
| Q3 2021 | $3,149,000 | -0.5% | 70,989 | +4.2% | 0.01% | 0.0% |
| Q2 2021 | $3,165,000 | +10.3% | 68,125 | +9.3% | 0.01% | 0.0% |
| Q1 2021 | $2,870,000 | +17.1% | 62,353 | +0.6% | 0.01% | +14.3% |
| Q4 2020 | $2,451,000 | +32.1% | 61,986 | +2.5% | 0.01% | +16.7% |
| Q3 2020 | $1,856,000 | +6.3% | 60,474 | +4.0% | 0.01% | -14.3% |
| Q2 2020 | $1,746,000 | +2.2% | 58,174 | -14.5% | 0.01% | -12.5% |
| Q1 2020 | $1,709,000 | -27.8% | 68,011 | +8.3% | 0.01% | -11.1% |
| Q4 2019 | $2,368,000 | +21.4% | 62,817 | +14.5% | 0.01% | +12.5% |
| Q3 2019 | $1,951,000 | +5.1% | 54,853 | +5.0% | 0.01% | 0.0% |
| Q2 2019 | $1,856,000 | +83.2% | 52,247 | +78.8% | 0.01% | +60.0% |
| Q1 2019 | $1,013,000 | +29.0% | 29,227 | +16.0% | 0.01% | +25.0% |
| Q4 2018 | $785,000 | +36.5% | 25,205 | +65.1% | 0.00% | +33.3% |
| Q3 2018 | $575,000 | +12.3% | 15,262 | +9.4% | 0.00% | 0.0% |
| Q2 2018 | $512,000 | -5.5% | 13,949 | -11.7% | 0.00% | 0.0% |
| Q1 2018 | $542,000 | +27.5% | 15,801 | +32.8% | 0.00% | +50.0% |
| Q4 2017 | $425,000 | – | 11,900 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 471,320 | $18,693,000 | 5.21% |
| Joseph Group Capital Management | 31,150 | $1,236,000 | 1.24% |
| Venturi Wealth Management, LLC | 233,587 | $9,271,000 | 0.83% |
| CERTUITY, LLC | 50,650 | $2,010,000 | 0.52% |
| Collaborative Wealth Managment Inc. | 18,986 | $754,000 | 0.50% |
| XML Financial, LLC | 53,509 | $2,124,000 | 0.48% |
| Linscomb & Williams, Inc. | 198,945 | $7,896,000 | 0.45% |
| Avant Capital LLC | 5,476 | $217,000 | 0.28% |
| LVM CAPITAL MANAGEMENT LTD/MI | 46,983 | $1,865,000 | 0.27% |
| Truadvice, LLC | 11,163 | $474,000 | 0.25% |